Corree Kaylor is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and seven years of industry experience. She has been with Ameriprise and its related entities since 2016. Outside of financial advising, Kaylor owns Aureum Tan, a beauty service specializing in spray tanning. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining proprietary research and modeling with tax-efficient strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Jason Netherton is a financial advisor with Ameriprise in Medina, Ohio, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Outside of his advisory role, he owns Sustainable Significance LLC, a business focused on organic farming education and the sale of organic produce and gardening supplies. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Cassandra Jackson is a financial advisor with Ameriprise in Medina, OH, holding a Series 66 designation and 14 years of industry experience. Her prior work includes roles at Cambridge Investment Research, Inc. and Hfs Wealth Advisors. She has been with Ameriprise since 2017. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.